AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.7B
AUM Growth
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,336
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$17.6M
3
+$15.7M
4
AAPL icon
Apple
AAPL
+$12.5M
5
CIEN icon
Ciena
CIEN
+$12.2M

Top Sells

1
+$65.5M
2
+$13.7M
3
+$11.8M
4
XL
XL Group Ltd.
XL
+$10.3M
5
GE icon
GE Aerospace
GE
+$9.73M

Sector Composition

1 Technology 18.84%
2 Financials 16.86%
3 Healthcare 14.01%
4 Consumer Discretionary 9.98%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$2.28M 0.01%
943,429
+116,093
1002
$2.28M 0.01%
45,725
+7,291
1003
$2.28M 0.01%
17,634
+1,714
1004
$2.28M 0.01%
24,116
-814
1005
$2.28M 0.01%
52,239
+7,864
1006
$2.27M 0.01%
50,236
+1,408
1007
$2.27M 0.01%
14,788
-61
1008
$2.26M 0.01%
93,878
-432
1009
$2.26M 0.01%
171,045
-60,175
1010
$2.25M 0.01%
53,384
+1,746
1011
$2.24M 0.01%
99,315
+15,865
1012
$2.24M 0.01%
7,278
+1,027
1013
$2.24M 0.01%
52,310
+996
1014
$2.23M 0.01%
48,195
+556
1015
$2.23M 0.01%
28,952
+802
1016
$2.23M 0.01%
30,199
+1,540
1017
$2.21M 0.01%
104,201
+9,516
1018
$2.21M 0.01%
59,700
+3,877
1019
$2.21M 0.01%
242,380
-720
1020
$2.21M 0.01%
83,572
+204
1021
$2.2M 0.01%
45,310
-2,422
1022
$2.2M 0.01%
25,553
+4,422
1023
$2.19M 0.01%
126,944
-11,522
1024
$2.19M 0.01%
74,048
+19,733
1025
$2.19M 0.01%
60,251
+6,419
39 40
41
42 43